The client is a leading Swiss Wealth Management firm focused on providing financial advice, high end services and expertise to private clients. The client had reached out to us for assistance in the operational activities of portfolio management, revenue verification and reconciliation.
Portfolio Management, Revenue Verification and Reconciliation Services
Client : A leading Swiss Wealth Management Firm
Service Offered : Revenue and expense verification and reconciliation
Sector / Industry : Banking and Finance Sector
Objective
Impact
- Identified process gaps and mitigated them by introducing further checks and balances
- Identified revenue leakage of INR 30 million and recovered the same
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